Nvidia earnings: Rationality is out the window, analyst says

) is set to release its second quarter earnings on August 28 after the market close. Consensus estimates from Bloomberg shows analysts expect revenue to come in at $28.8 billion and adjusted earnings per share of $0.65. With expectations high and much of Wall Street watching, can the tech giant live up to those expectations?

Watch the video above to hear what O'Donnell says about a potential delay in the tech giant's Blackwell platform.Do you think in video, I can continue to be already sky high estimates, especially when we think about how tough those comparisons are going to be.I think all sense of rationality when it comes to NVIDIA and NVIDIA stock pricing has gone out the window.

And even if the Blackwell chip is delayed, which some people have seen it may or may not be, I don't think that's gonna really matter.It's, it's completely irrational at this point just to touch on that one point you made there, Bob.Is that a concern to you, Bob or are you in the camp that says, you know what that at the end of the day, that's a sale delayed, not destroyed.

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